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Berkshire Hathaway Class B

3,017 hedge funds and large institutions have $225B invested in Berkshire Hathaway Class B in 2021 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,154 increasing their positions, 1,248 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 71

37% more call options, than puts

Call options by funds: $4.83B | Put options by funds: $3.53B

7% more capital invested

Capital invested by funds: $209B → $225B (+$15.6B)

5% more funds holding in top 10

Funds holding in top 10: 439460 (+21)

3% more funds holding

Funds holding: 2,9383,017 (+79)

0.51% more ownership

Funds ownership: 65.71%66.22% (+0.51%)

8% less repeat investments, than reductions

Existing positions increased: 1,154 | Existing positions reduced: 1,248

Holders
3,017
Holders Change
+79
Holders Change %
+2.69%
% of All Funds
52.98%
Holding in Top 10
460
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+4.78%
% of All Funds
8.08%
New
183
Increased
1,154
Reduced
1,248
Closed
71
Calls
$4.83B
Puts
$3.53B
Net Calls
+$1.3B
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2851
MMA Asset Management
Pennsylvania
$222K -$486 -2 -0.2%
II
2852
Ibex Investors
Colorado
$221K +$210K +865 New
NFG
2853
Northeast Financial Group
Pennsylvania
$220K -$12.6K -52 -6%
LC
2854
Lavaca Capital
Texas
$220K -$110K -453 -35%
ATWA
2855
Arbor Trust Wealth Advisors
Michigan
$219K +$207K +852 New
JSA
2856
Jacobson & Schmitt Advisors
Wisconsin
$219K +$208K +857 New
BEI
2857
Benjamin Edwards Inc
Missouri
$218K
CFSG
2858
Clark Financial Services Group
Missouri
$218K +$207K +853 New
CRI
2859
Colonial River Investments
Virginia
$216K -$74.3K -306 -27%
CWM
2860
Campbell Wealth Management
Virginia
$216K -$54.6K -225 -21%
MCM
2861
Monument Capital Management
Virginia
$215K +$204K +842 New
NEIRG
2862
New England Investment & Retirement Group
Massachusetts
$214K -$69.5K -286 -25%
WCA
2863
Westover Capital Advisors
Delaware
$214K +$204K +838 New
FSC
2864
Full Sail Capital
Oklahoma
$213K +$197K +810 New
NCM
2865
Narwhal Capital Management
Georgia
$212K -$121K -500 -38%
ECA
2866
Elevated Capital Advisors
Utah
$212K +$192K +792 New
PA
2867
Planning Alternatives
Michigan
$212K +$202K +830 New
TA
2868
TruWealth Advisors
Louisiana
$211K -$49.3K -203 -20%
HCM
2869
Hilton Capital Management
New York
$211K -$24.3K -100 -11%
IHWM
2870
Iron Horse Wealth Management
Iowa
$211K +$29.9K +123 +17%
WWA
2871
WC Walker & Associates
California
$211K +$195K +801 New
SCM
2872
Seascape Capital Management
New Hampshire
$210K +$199K +821 New
FM
2873
Foster & Motley
Ohio
$210K +$200K +822 New
PP
2874
PrairieView Partners
Minnesota
$209K +$2.19K +9 +1%
WLPWM
2875
Walled Lake Planning & Wealth Management
Illinois
$208K

BRK.B Hedge Fund Activity: Q1 2021 in Review

3,017 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2021, worth a combined $225B — up 7.4% from $209B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new BRK.B positions and 71 closed out — a net gain of 112 holders — while 1,154 added to existing stakes and 1,248 trimmed.

The largest buyer was State Street, adding an estimated $818M. The largest seller was Gates Foundation Trust, cutting an estimated $1.21B.

  • 3,017 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2021, up from 2,938 in Q4 2020.
  • Funds reported $225B of Berkshire Hathaway Class B stock for Q1 2021, up 7.4% quarter-over-quarter.
  • 183 funds opened new Berkshire Hathaway Class B positions in Q1 2021 and 71 closed out, a net change of +112 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2021 was State Street, an estimated $818M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2021 was Gates Foundation Trust, an estimated $1.21B sold.

Based on aggregated 13F filings for Q1 2021.